ACRE
Ares Commercial Real Estate Corp
$4.81
-3.61%
$275.7M
No data for this timeframe.
Vol
Market Cap$275.7M
Cap SizeMicro Cap
Analyst ConsensusSell (8%)
Inst. Holders7 funds
Inst. Value$20.2M
Inst. Activity4 buys / 0 sells
SEC Reports2
Recent Activity
May 15, 2026
SEC
Ares Commercial Real Estate Corp management filed supplemental proxy materials urging stockholders to vote FOR the elect
DEFA14A — Impact 4/10
May 7, 2026
SEC
ACRE reported Q1 2026 GAAP net loss of $(9.6)M and Distributable EPS of $0.06, missing consensus of $0.11 by 45%. Total
8-K — Impact 8/10
Apr 29, 2026
Insider
Parekh Rebecca Jaisali sold 18,879 shares
Director @ $0.00 ($0.00)
Apr 29, 2026
Insider
SKINNER JAMES E sold 18,879 shares
Director @ $0.00 ($0.00)
Apr 29, 2026
Insider
Moriarty Edmond N. III sold 18,879 shares
Director @ $0.00 ($0.00)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
361,110 shares ($1.7M)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD
180,904 shares ($864.7K)
May 7, 2026
earnings_calendar
ACRE Q1 2026 Earnings Before Market Open — 2026-05-07
Price Targets
$5.30
+6.6% upside
Buy
Current $4.97
Low $5.00
Median $5.50
High $5.50
5 analysts
$5.00
$5.50
Analyst Ratings
0Strong Buy
1Buy
7Hold
3Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 2, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Apr 16, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Feb 12, 2026 | Wells Fargo | MAINTAIN | Underweight → Underweight |
| Feb 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.10 ▼ -11.4% | $0.06 — $0.13 | 119% YoY | 4 |
| Next Q | $0.10 ▼ -16.3% | $0.08 — $0.13 | 3% YoY | 4 |
| Current FY | $0.38 ▼ -19.9% | $0.28 — $0.48 | 419% YoY | 4 |
| Next FY | $0.54 ▼ -9.3% | $0.40 — $0.64 | 40% YoY | 4 |
Latest Reports
NEUTRAL
DEFA14A
4/10
Ares Commercial Real Estate Corp management filed supplemental proxy materials urging stockholders to vote FOR the elect
May 15, 2026
BEARISH
8-K
8/10
ACRE reported Q1 2026 GAAP net loss of $(9.6)M and Distributable EPS of $0.06, missing consensus of $0.11 by 45%. Total
May 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $14.6M | — |
| TWO SIGMA INVESTMENTS, LP | $1.7M | DOUBLED |
| MORGAN STANLEY | $1.5M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $864.7K | ADD |
| WELLS FARGO & COMPANY/MN | $768.4K | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 29, 2026 | Parekh Rebecca | A | $0.00 |
| Apr 29, 2026 | SKINNER JAMES | A | $0.00 |
| Apr 29, 2026 | Moriarty Edmond | A | $0.00 |
| Apr 29, 2026 | April Rand | A | $0.00 |
| Apr 29, 2026 | Blakely Caroline | A | $0.00 |
7 institutional holders with $20.2M total value (4,231,543 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, MORGAN. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,055,160 | $14.6M | 72.2% | — |
| 2 | TWO SIGMA INVESTMENTS, LP | 361,110 | $1.7M | 8.5% | DOUBLED +195.0% |
| 3 | MORGAN STANLEY | 319,254 | $1.5M | 7.5% | ADD +28.0% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 180,904 | $864.7K | 4.3% | ADD +40.9% |
| 5 | WELLS FARGO & COMPANY/MN | 160,745 | $768.4K | 3.8% | ADD +34.2% |
| 6 | BANK OF AMERICA CORP /DE/ | 147,468 | $704.9K | 3.5% | DOUBLED +148.0% |
| 7 | FMR LLC | 6,902 | $33.0K | 0.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 122,425 | 361,110 | +195.0% | $1.7M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 128,392 | 180,904 | +40.9% | $864.7K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 119,824 | 160,745 | +34.2% | $768.4K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 59,469 | 147,468 | +148.0% | $704.9K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 30,423 | 122,425 | +302.4% | $552.1K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 118,702 | 59,469 | -49.9% | $268.2K | 2025-Q3 |
| MORGAN STANLEY | ADD | 228,132 | 291,936 | +28.0% | $1.4M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 89,369 | 118,702 | +32.8% | $566.2K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 46,861 | 106,381 | +127.0% | $507.4K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 110,027 | 30,423 | -72.3% | $145.1K | 2025-Q2 |
| MORGAN STANLEY | TRIM | 456,129 | 228,132 | -50.0% | $1.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 314,456 | 198,913 | -36.7% | $921.0K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 234,054 | 110,027 | -53.0% | $509.4K | 2025-Q1 |
| MORGAN STANLEY | ADD | 360,322 | 456,129 | +26.6% | $2.7M | 2024-Q4 |
| UBS Group AG | DOUBLED | 127,803 | 315,852 | +147.1% | $1.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 211,719 | 314,456 | +48.5% | $1.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 150,247 | — | $1.1M | 2024-Q3 |
6 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 29, 2026 | Parekh Rebecca Jaisali | Director | A | 18,879 | $0.00 | $0.00 |
| Apr 29, 2026 | SKINNER JAMES E | Director | A | 18,879 | $0.00 | $0.00 |
| Apr 29, 2026 | Moriarty Edmond N. III | Director | A | 18,879 | $0.00 | $0.00 |
| Apr 29, 2026 | April Rand Scott | Director | A | 18,879 | $0.00 | $0.00 |
| Apr 29, 2026 | Blakely Caroline | Director | A | 18,879 | $0.00 | $0.00 |
| Apr 29, 2026 | Browning William | Director | A | 18,879 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (8% buy). Based on 13 analysts: 0 strong buy, 1 buy, 7 hold, 3 sell, 2 strong sell.
Analyst Price Targets
$5.30 mean target
+6.6% upside
Buy (3.38)
$5.00 Low
$5.50 High
| Metric | Value |
|---|---|
| Current Price | $4.97 |
| Target Low | $5.00 |
| Target Mean | $5.30 |
| Target Median | $5.50 |
| Target High | $5.50 |
| # Analysts | 5 |
| Recommendation | Buy (3.38) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.10 | $0.06 | $0.13 | 119.1% | -11.4% | — | $0.0B | -2.3% | 4 |
| Next Q 2026-09-30 |
$0.10 | $0.08 | $0.13 | 2.5% | -16.3% | 1↑ 3↓ | $0.0B | -11.6% | 4 |
| Current FY 2026-12-31 |
$0.38 | $0.28 | $0.48 | 418.8% | -19.9% | 1↑ 3↓ | $0.1B | -6.6% | 4 |
| Next FY 2027-12-31 |
$0.54 | $0.40 | $0.64 | 39.9% | -9.3% | 0↑ 3↓ | $0.1B | 7.1% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.098 | |
| 7d ago | $0.098 | |
| 30d ago | $0.110 | -0.012 |
| 60d ago | $0.110 | -0.012 |
| 90d ago | $0.110 | -0.012 |
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 2, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Apr 16, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| Feb 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Dec 15, 2025 | Keefe, Bruyette & Woods | UPGRADE | Market Perform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 1 | 7 | 3 | 2 | 8% | |
| May 1, 2026 | 0 | 1 | 7 | 3 | 2 | 8% | |
| Apr 1, 2026 | 0 | 1 | 7 | 3 | 2 | 8% | |
| Mar 1, 2026 | 0 | 1 | 7 | 3 | 2 | 8% | |
| Feb 1, 2026 | 0 | 1 | 7 | 3 | 2 | 8% | |
| Jan 1, 2026 | 0 | 1 | 7 | 3 | 2 | 8% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings_calendar
ACRE Q1 2026 Earnings Before Market Open — 2026-05-07